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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,961 | $73,978-58.1% | $96,515-67.9% | $75,173-58.8% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.1pp |
| Annual return | 17.41% | 26.72%-9.3pp | 35.73%-18.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,603 | $2,931-45.3% | $3,740-57.1% | $2,671-40.0% |
| Participant deferral / active EE | $5,281 | $3,660+44.3% | $4,880+8.2% | $4,126+28.0% |
| Admin fee / account holder | $4,165 | $5,219-20.2% | $6,735-38.2% | $5,651-26.3% |